AVZ 0.00% 78.0¢ avz minerals limited

A bit optimistic for Jorc to be completed early Q2, mote like...

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    A bit optimistic for Jorc to be completed early Q2, mote like end of Q2.
    However I expect things to hot up after first drill results. Remember these drills are between the 2017 drills 1-2, which were the record breakers 250m from surface.

    I expect either:
    1. a mining JV announcement with both Huayou and CATL involved.
    Or
    2. A TO strike at $1 +

    Huayou MC has doubled to around $9Bn USD since they took a stake in AVZ. Market has built in this Chinese miner having a big say in the Saudi Arabia of Lithium.

    For CATL to fulfill their ambition as World No. 1 battery maker, they need new Lithium supply from Manono-Kitolo.
    CATL $2bn ipo June.

    What other new hard rock resource has the required quality volume and LOM?

    Anything not to like:
    1 x Jorc drill bit is turning, soon 5 in parallel.
    Largest, highest quality, lowest cost lithium resource (with LCE plant), on planet Earth.
    PRC backed infrastructure investment all the way to Manono.
    Car giants directing $100bn investment to EV's
    Even the trolls get it, but have an agenda.
    It's all coming and very soon.
 
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